SMSF expert advice

If you already have a Self Managed Super Fund (SMSF), you will know they can be the perfect vehicle for you to fund your family’s dream retirement. If you are considering a SMSF then it can be a great way to join the more than 1 million Australians who have taken control of their superannuation savings

Our independent SMSF advice gives you the confidence that our financial advice will always be in your best interests.

Our financial planners are the leading Self Managed Super fund experts in Sydney. They have been awarded the Best SMSF Advisor Award 2014; the Best SMSF Practice Award 2014 from the SMSF Association and are recognised on the Top 10 Financial Planners.

“I chose Quantum as my advisors because of their transparent fee for service model rather than a commission based approach. In addition to the transparency, I’ve also found that Claire and Tim Mackay are super smart people.”
Jo, Senior media executive

Why politicians need to understand the true nature of SMSFs

Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions.

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election. 

Advice for our jet setting retiree clients

We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016. 

Advice for our pre-retiree clients

We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016. 

Advice for our turbo charger clients

We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016. 

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for clients based on the ongoing Brexit issue. 

Our advice to clients right now

10 years ago when I was a research analyst periods of market volatility were absolute hell. The phone would ring red hot with fund manager after hedge fund manager after fund manager demanding to know

How to make the magic $1 million in super to fund your retirement

Investing surplus cash into superannuation, borrowing to invest and paying off the family home are the top strategies from advisers on how to hit the magic $1 million savings target for retirement.